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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,665 | $64,920-25.0% | $103,693-53.1% | $86,983-44.1% |
| Participation rate | 97.8% | 63.6%+34.2pp | 72.6%+25.2pp | 69.5%+28.3pp |
| Annual return | 33.11% | 30.29%+2.8pp | 47.61%-14.5pp | 25.83%+7.3pp |
| Employer contribution / active EE | $3,850 | $2,141+79.8% | $2,920+31.8% | $2,584+48.9% |
| Participant deferral / active EE | $9,565 | $3,241+195.1% | $4,579+108.9% | $4,194+128.1% |
| Admin fee / account holder | $342 | $6,191-94.5% | $7,858-95.6% | $7,856-95.6% |